Venturi Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Venturi Wealth Management, LLC

$1.88 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 19, 2021	BUY	$109.9 - $121.42 $3,297 - $3,642	30 New	30 $4,000

Others Institutions Holding RWJ

# of Institutions

213

Shares Held

23.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.1M
Shares

$120 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.29M
Shares

$88.5 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.14M
Shares

$82.7 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.49M
Shares

$57.5 Million
0.03% of portfolio
Fusion Family Wealth LLC

1.43M
Shares

$55 Million
5.33% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
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